Laila Pence’s Journey As An Egyptian Immigrant Building A Diverse $1.6 Billion Financial Advisory Firm
Greetings,
We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Forbes[1] list of America’s Top 250 Wealth Advisors for the 4th consecutive year. She is ranked #76 nationwide.
The Forbes Top 250 Wealth Advisors ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. based on an algorithm developed by Shook Research.
Forbes also published an article highlighting Laila as a featured advisor, titled “Laila Pence’s Journey As An Egyptian Immigrant Building A Diverse $1.6 Billion Financial Advisory Firm.”[2]
We encourage you to forward or share this article to celebrate Laila’s valuable recognition.
Laila and the rest of the Pence Wealth Management Team would like to thank all our clients for their support and we sincerely appreciate the opportunity to serve you.
Laila is an LPL Registered Principal, Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC. Pence Wealth Management and LPL Financial are separate entities, and do not offer tax or mortgage services.
[1] As of 8/7/2020, Laila Pence President of Pence Wealth Management had approximately $1.3 billion in total assets under management consisting of $1 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence Wealth Management are registered with LPL Financial, member FINRA/SIPC and a registered investment adviser.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
[2] Pence Wealth Management is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. The practice is led by Laila Pence and as of 8/7/2020, that practice serviced approximately $1.6 billion in total assets consisting of $1.3 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence Wealth Management are registered with LPL Financial, member FINRA/SIPC and a registered investment adviser.
